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Results for financial advisors in Sales Jobs in South Africa
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The duties and responsibilities of this position include, but are not limited to:Developing and maintaining strong working relationships with advisorsFollowing up on advisor requests and queries in a timely manner and ensuring service standards are met.Presenting to advisors the benefits of the Sygnia offering.Liaising with internal departments to ensure that excellent customer service standards can be met.Keeping up to date with competitor products and service offeringsROLE QUALIFICATIONS AND EXPERIENCE:BCom or any other completed university degreeMinimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on InvestmentsCFPRE5Ability to work in a teamComputer literacyCORE COMPETENCIES REQUIRED:Excellent communicator and listenerCustomer service mindsetAble to interact with clients effectivelyGood organisational skillsEnergetic with a positive and friendly attitudeProfessional and presentableExcellent communication skillsCompany DescriptionWe are currently recruiting for a Business Development Executive for a company based in Durban area. The ideal candidate must a B. Com or any other completed university degree with CFP and RE5 certification. The ideal candidate must have a minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Investments
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxMTkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1149035&xid=1266_41192
2y
1
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Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team.
Job Purpose:
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Responsibilities:
Sales Opportunities Creation
• Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities Customer Needs Clarification
• Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice Sell Customer Propositions
• Identify the products or services that best meet the customers stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale Customer Onboarding
• Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points Performance Management
• Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance Customer Relationships Development
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships
• Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response Client Customer Management (External)
• Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty Client Document Management
• Create and ensure compliance with a companywide document management system Operational Compliance
• Develop knowledge and understanding of the organizations policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to t...Job Reference #: 202627
1d
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New Business Sales Consultant - Car HireOur Bedfordview, Gauteng based client is one of the largest financial services advisory brands in Southern Africa. Their services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management. They are seeking an experienced (5+ years) New Business Sales Consultant for their Car Hire division.EMPLOYMENT TYPE : PERMANENTSECTOR : FINANCESTART DATE : IMMEDIATE / A.S.A.PDuties:Minimise general expensesMeet sales targetsRetain clientsEnsure outstanding fees are paid (debtors)Ensure that all stakeholder communication is accurate, timeous, professional and relevantBuild and maintain mutually beneficial relationships with internal and external stakeholdersGenerate and convert leads into salesQualify clientsMarket the company’s products and services electronically, face-to-face and telephonicallyVisit clients and ensure continuous client engagementConduct client need analysis / identify client needsAdvise clients on suitable product(s) and / or solutionsProvide clients with information related to products and ratesCompile and present sales presentationsMaintain accurate record of existing and potential clientsProvide clients with credit application forms and documentsCompile daily, weekly and monthly reportsLiaise with reservation team on client bookings and / or queriesTrack performance against own targets and report daily against monthly targetsAssist clients with general queriesIdentify and recommend product and price enhancementsLive the company valuesEnsure industry knowledge in terms of trends and competitors are current REQUIREMENTS:Matric / equivalentComputer Literate (MS Office suite)Excellent communication skills (verbal & written)Excellent client services skillsExcellent Sales & Marketing skills5 years’ experience (face to face sales – car rental / travel industry)Valid driver’s licenseOwn transportIf you are that talented individual and meet with the above criteria, please submit your CV without delay! Go to www.statusstaffing.com orOur Bedfordview, Gauteng based client is one of the largest financial services advisory brands in Southern Africa. Their services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management. They are seeking an experienced (5+ years) New Business Sales Consultant for their Car Hire division.EMPLOYMENT TYPE : PERMANENTSECTOR : FINANCESTART DATE : IMMEDIATE / A.S.A.PDuties:Minimise general expensesMeet sales targetsRetain clientsEnsure outstanding fees are paid (debtors)Ensure that all stakeholder communication is accurate, timeous, professional and relevantBuild and maintain mutually benefi
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUxOTk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1196428&xid=1266_51995
2y
1
Our Bedfordview, Gauteng based client is one of the largest financial services advisory brands in Southern Africa. Their services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management.They are seeking an experienced (5+ years) New Business Sales Consultant for their Car Hire division.EMPLOYMENT TYPE : PERMANENTSECTOR : FINANCESTART DATE : IMMEDIATE / A.S.A.PDuties:Minimise general expensesMeet sales targetsRetain clientsEnsure outstanding fees are paid (debtors)Ensure that all stakeholder communication is accurate, timeous, professional and relevantBuild and maintain mutually beneficial relationships with internal and external stakeholdersGenerate and convert leads into salesQualify clientsMarket the company’s products and services electronically, face-to-face and telephonicallyVisit clients and ensure continuous client engagementConduct client need analysis / identify client needsAdvise clients on suitable product(s) and / or solutionsProvide clients with information related to products and ratesCompile and present sales presentationsMaintain accurate record of existing and potential clientsProvide clients with credit application forms and documentsCompile daily, weekly and monthly reportsLiaise with reservation team on client bookings and / or queriesTrack performance against own targets and report daily against monthly targetsAssist clients with general queriesIdentify and recommend product and price enhancementsLive the company valuesEnsure industry knowledge in terms of trends and competitors are current REQUIREMENTS:Matric / equivalentComputer Literate (MS Office suite)Excellent communication skills (verbal & written)Excellent client services skillsExcellent Sales & Marketing skills5 years’ experience (face to face sales – car rental / travel industry)Valid driver’s licenseOwn transport
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUxMTM2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1193175&xid=1266_51136
2y
1
Our client is a Financial Services Provider and are looking for Retired Financial Advisors to join their team. Kindly send a copy of your CV to recruit.financialadvisor1@gmail.com and you will receive a call within a week should you meet the requirements.
10d
VERIFIED
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New Business Sales Consultant - Car HireOur Bedfordview, Gauteng based client is one of the largest financial services advisory brands in Southern Africa. Their services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management. They are seeking an experienced (5+ years) New Business Sales Consultant for their Car Hire division.EMPLOYMENT TYPE : PERMANENTSECTOR : FINANCESTART DATE : IMMEDIATE / A.S.A.PDuties:Minimise general expensesMeet sales targetsRetain clientsEnsure outstanding fees are paid (debtors)Ensure that all stakeholder communication is accurate, timeous, professional and relevantBuild and maintain mutually beneficial relationships with internal and external stakeholdersGenerate and convert leads into salesQualify clientsMarket the company’s products and services electronically, face-to-face and telephonicallyVisit clients and ensure continuous client engagementConduct client need analysis / identify client needsAdvise clients on suitable product(s) and / or solutionsProvide clients with information related to products and ratesCompile and present sales presentationsMaintain accurate record of existing and potential clientsProvide clients with credit application forms and documentsCompile daily, weekly and monthly reportsLiaise with reservation team on client bookings and / or queriesTrack performance against own targets and report daily against monthly targetsAssist clients with general queriesIdentify and recommend product and price enhancementsLive the company valuesEnsure industry knowledge in terms of trends and competitors are current REQUIREMENTS:Matric / equivalentComputer Literate (MS Office suite)Excellent communication skills (verbal & written)Excellent client services skillsExcellent Sales & Marketing skills5 years’ experience (face to face sales – car rental / travel industry)Valid driver’s licenseOwn transportIf you are that talented individual and meet with the above criteria, please submit your CV without delay! Go to www.statusstaffing.com or e-mail margaret@statusstaffing.comShould you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ5NTIzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1187096&xid=1266_49523
2y
1
Financial
Advisors Personal Lines Basic R
20000.00 plus commission, Medical, Pension Average Take Home Average R 35000.00Email Adress renew@ikusasarec.co.zaExperience and QualificationsMatric/Grade
12120 FAIS
Credits.FAIS
Regulatory examination for Representatives (RE5)CPD
(continuous professional development) pointsMinimum
of three years sales experience with payslips as proof of previous
commission earnedCandidate
must have his own transport (CAR) and licenceDutiesFinancial Advisors required
for Personal lines who will be expected to source leads and achieve sales
targets primarily on personal Insurance. Maintain and update your Lead Generation Matrix on
a weekly basisOnce a quote is requested the consultant must
arrange a one on one meeting with the client in order to conduct a proper needs
analysis and offer professional adviceManage the lead generation process which includes
group presentations, one on one consultations, ensuring regular communication
with staff, participation in corporate events, advertising and general
relationship buildingMeet all KPl's as laid down by the clientMaintain appropriate skills and knowledge in order
to provide specialist, professional financial advice in all relevant business areas
18d
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Email CV's to nathan@ultrabrokers.co.za Job Specification: Contact Center AgentJob Summary: We are seeking a dynamic Contact Center Agent who has exceptional telephonic communication skills. The agent will be responsible for cold calling, lead generating of medical practitioners for new and existing business. The agent will also be responsible for scheduling appointments for the broker as well as delivering outstanding communication through phone, email, and chat interactions, ensuring a positive experience and providing clients with information regarding the Company policies and services.ResponsibilitiesStrong communication, both written and verbal.Strong telephonic skills.Great active listening skills.Exceptional interpersonal and rapport building skills.A patient and empathetic attitude.Strong time management and organizational skills.Adaptability and flexibility.Comfortable working in fast-paced environment.Troubleshooting skills, either basic or advanced, depending on the situation at hand.Computer literacy - especially outlook.In-depth knowledge of our Company’s products and/or services.Expertise in the customer service area we focus in, such as Wealth portfolio’s, short term insurance, Financial, and other areas of our business.DutiesPitch our business to potential new clients and book appointments with medical practitioners for the financial advisor.Cold calling and sourcing of leads from the different databases - lead generating.Work closely with the financial advisors and their team.Schedule appointments for the financial advisor for new and existing business.Meet daily, weekly, and monthly targets.Know how to speak and communicate with our target market of medical professionals.Make a noticeable contribution to new business revenue.This position is for highly motivated individuals who are target driven.Note: The job specification provided above is a general outline of the requirements expected for a contact center agent role. Actual job specifications might vary based on specific organizational needs and requirements
18d
1
Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and established clients, ensuring their needs are met to nurture enduring relationships.Requirements:Minimum of 2 years experienceMinimum NQF 5 or 120 creditsFAIS Fit and ProperRE5Various remuneration models available for discussionSome benefits include:No cap on your earning potentialTraining allowance13 chequeVesting bonusesFull training and supportNegotiable commission splits for experienced advisorsTraining and development subsidiesPlease contact me should you be interested in joining our team.Email your resume to kimishka@avionwealth.co.za
19d
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We are looking for Self-motivated, Energetic and Sales
driven individuals to market and sell Old Mutual, Metropolitan, Sanlam and
Avbob products. Align yourself with a leading Brand.
Minimum requirement:
Matric or equivalent qualification.
Sales experience will be an advantage.
Training will be provided.
Forward your Curriculum Vitae to sethu@dbbrokers.co.za
22d
1
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Currently hiring for interested and enthusiastic Old
Mutual agents/ financial advisors that has prior experience in sales.
The position will require you to market Old mutual
products to clients and selling funeral policies.
Salary : Commission based only.
Requirements : Matric , Regulatory examinations (
advantageous) and previous working experience in financial services industry.
If you are a Sales driven individual and constantly
enjoys working with people and building relationships with different types of
clients, this can be the position for you!
Please send me your full CV -resume to admin@structuredwealth.co.za and
contact me on 073 556 7827
25d
SavedSave
Exciting Opportunity for Financial Advisor/Planner!
Reply to add or whatsapp to get email address to apply.
Are you a driven individual with a passion for finance? Do you have a knack for helping others achieve their financial goals? If so, we have the perfect opportunity for you!
We are currently seeking motivated individuals to join our team as Financial Advisors/Planners. As a Financial Advisor/Planner, you will have the opportunity to make a real difference in people's lives by providing expert financial advice and guidance.
Requirements:
✅ Matric Certificate
✅ Valid Driver's License and Own Transport
✅ Clear Criminal Record
Training Will be given.
Benefits: Commission-Based Position Potential Earnings of R25,000+ Opportunity for High Earning Potential (R45,000+)
If you are passionate about finance and ready to take your career to the next level, we want to hear from you! Join our team and embark on a rewarding career path in the financial services industry.
To apply, please send your CV and a brief cover letter to
gerhardi@surex.insure. Don't miss out on this incredible opportunity to shape your future and help others achieve financial success! Enquire now
1mo
1
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We are looking for Self motivated, Energetic and Sales driven individuals to market and sell Old Mutual, Metropolitan, Sanlam and Avbob products. Align yourself with a leading Brand.Minimum requirement:Matric or equivalent qualification.Sales experience will be an advantage.Training will be provided.Forward your Curriculum Vitae to sethu@dbbrokers.co.za.
5d
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